High‑Net‑Worth (HNW) Tax Manager

The Opportunity: Join a growing tax team serving HNW individuals, families, and closely held businesses. This is an opportunity to blend complex tax work with direct client advisory, tax planning, and team leadership.

Key Responsibilities: Prepare and review complex individual, trust, partnership, and corporate tax returns. Provide integrated tax planning and advisory services to HNW clients. Research complex tax matters and communicate practical recommendations to clients. Mentor and develop a team of Tax Preparers. Clear path to Director/Partner.

Qualifications: 4+ years of public accounting experience. Active CPA License. Experience reviewing tax returns and overseeing Tax Preparers. Exposure to serving HNW clients and closely held businesses. Commitment to excellent client service.